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Portfolio (Quarterly) Guide ↗

True Wealth Design, LLC

· CIK 0001966033
13F Portfolio $420M AUM 2,656 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 437 New 1284 Added 652 Reduced 338 Exited
Page 58 of 133  ·  2,655 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 DIN DINE BRANDS GLOBAL INC Consumer Cyclical 227.0 $8K 0.00% -2.0 -0.9% $35.90 -6.4%
1142 UPBOUND GROUP INC 384.0 $8K 0.00% +144.0 +60.0% $21.22
1143 VALE VALE S A Basic Materials 541.0 $8K 0.00% +72.0 +15.3% $15.04 -0.1%
1144 PARR PAR PAC HOLDINGS INC Energy 145.0 $8K 0.00% $56.08 +40.6%
1145 EWW ISHARES INC 108.0 $8K 0.00% NEW $75.28 +1.6%
1146 VNDA VANDA PHARMACEUTICALS INC Healthcare 1,327.0 $8K 0.00% +808.0 +155.7% $6.12 -13.6%
1147 FLYW FLYWIRE CORPORATION Technology 462.0 $8K 0.00% +209.0 +82.6% $17.57 +6.9%
1148 HHH HOWARD HUGHES HOLDINGS INC Real Estate 113.0 $8K 0.00% +103.0 +1030.0% $71.50 -9.4%
1149 RRC RANGE RES CORP Energy 217.0 $8K 0.00% -536.0 -71.2% $37.19 +11.5%
1150 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 84.0 $8K 0.00% -6.0 -6.7% $95.99 +23.9%
1151 MOV MOVADO GROUP INC Consumer Cyclical 205.0 $8K 0.00% +5.0 +2.5% $39.31 -12.3%
1152 TRMB TRIMBLE INC Technology 157.0 $8K 0.00% -1K -89.3% $51.18 +19.2%
1153 DV DOUBLEVERIFY HLDGS INC Technology 741.0 $8K 0.00% -83.0 -10.1% $10.84 +23.4%
1154 NESR NATIONAL ENERGY SERVICES REU Energy 266.0 $8K 0.00% +37.0 +16.2% $29.93 +15.1%
1155 SYNA SYNAPTICS INC Technology 64.0 $8K 0.00% $124.23 -23.5%
1156 DXC DXC TECHNOLOGY CO Technology 897.0 $8K 0.00% NEW $8.85 +26.7%
1157 CE CELANESE CORP DEL Basic Materials 172.0 $8K 0.00% NEW $46.00 -2.2%
1158 OSPN ONESPAN INC Technology 550.0 $8K 0.00% +499.0 +978.4% $14.35 +15.3%
1159 ETD ETHAN ALLEN INTERIORS INC Consumer Cyclical 351.0 $8K 0.00% +340.0 +3090.9% $22.34 +5.0%
1160 FOX FOX CORP 167.0 $8K 0.00% +31.0 +22.8% $46.84
Page 58 of 133  ·  2,655 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.3%
Industrials 17.4%
Financial Services 13.5%
Healthcare 11.0%
Consumer Cyclical 10.9%
Consumer Defensive 4.6%
Utilities 4.1%
Communication Services 4.1%
Real Estate 3.8%
Basic Materials 3.2%